Our customized financial plans are designed for families and business owners. They evolve with you through all of life’s milestones, and empower you through life’s challenges. We provide counsel on everything from wealth preservation and growth, tax planning and preparation, investment management, insurance and annuity reviews, succession & retirement planning, wills & estate strategies, and more.
Client Portfolio Management
Our Portfolio Managers take a relationship-first approach to managing your wealth. By getting to know your immediate and long-term goals, along with your risk appetite, time horizon and more, they will develop a customized portfolio right for you, and be a trusted sounding board through all stages of life.
Whether your goal is income protection for your family, continuance of business operations or capital preservation, growth, or diversification for your hard earned wealth, risk management is a critical component of a coordinated wealth strategy. With the guidance of our Wealth Preservation Advisors, your financial plan will consider your needs, liabilities, and potential risks, integrated with a customized insurance strategy to safeguard your family, business, and legacy.
Family Office Services
For families and business owners who wish to engage in a concierge service, our Family Office team specializes in overseeing and managing your complete, multi-generational financial affairs. From investment management and inheritance planning, advanced financial and tax planning, to lifestyle support, we provide a 360° view toward your family’s wealth, well-being and peace of mind.
Business Owner Advantage: Accessing Short Term Loans
If you’re a Canadian business owner looking to self-finance a short-term shareholder loan through your company, it’s important to know how you can arrange corporate loans without having to include them as income.
Planning Considerations That Affect Your Lifetime Capital Gains Exemption
The LCGE is helpful for business owners and their families by allowing them to avoid paying taxes on capital gains (up to a certain amount) when they sell shares in a qualified business, farm property, or fishing property. In this blog, Amit Tewary, Wealth Advisory Associate, discusses the planning considerations that may affect your LCGE.